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docs(05-01): complete template data model and API plan

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- Create 05-01-SUMMARY.md documenting migration, models, and query functions
- Update STATE.md with decisions, metrics, and progress bar (92%)
- Update ROADMAP.md phase 5 progress (1/2 plans complete)
- Mark requirements TMPL-01, TMPL-02, TMPL-04 complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Jean-Luc Makiola
2026-03-12 12:08:11 +01:00
parent f9dd40984c
commit eec8f4a9df
5 changed files with 156 additions and 16 deletions
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12
.planning/REQUIREMENTS.md
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@@ -54,10 +54,10 @@ Requirements for this milestone. Each maps to roadmap phases.
### Template System
- [ ] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
- [ ] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
- [x] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
- [x] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
- [ ] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
- [ ] **TMPL-04**: One-off items are not carried forward to new months
- [x] **TMPL-04**: One-off items are not carried forward to new months
- [ ] **TMPL-05**: User can manage their template on a dedicated page — add, remove, reorder fixed and variable items
- [ ] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
@@ -139,9 +139,9 @@ Which phases cover which requirements. Updated during roadmap creation.
| STATE-03 | Phase 3 (v1.0) | Complete |
| IXTN-04 | Phase 4 (v1.0) | Complete |
| FIX-01 | Phase 4 (v1.0) | Complete |
| TMPL-01 | Phase 5 (v1.1) | Pending |
| TMPL-02 | Phase 5 (v1.1) | Pending |
| TMPL-04 | Phase 5 (v1.1) | Pending |
| TMPL-01 | Phase 5 (v1.1) | Complete |
| TMPL-02 | Phase 5 (v1.1) | Complete |
| TMPL-04 | Phase 5 (v1.1) | Complete |
| TMPL-03 | Phase 6 (v1.1) | Pending |
| TMPL-05 | Phase 6 (v1.1) | Pending |
| TMPL-06 | Phase 6 (v1.1) | Pending |